Problem
Manual investor sourcing and stale LP intelligence
A top 10 M&A advisory investment bank by deal volume needed to transform their LP and GP relationship management capabilities to better serve institutional clients and expand their investor network. They faced key obstacles:
- Manual investor sourcing: Teams spent significant time manually researching potential LPs across pension funds, endowments, and family offices, limiting deal flow.
- Stale LP intelligence: CRM data on existing LPs became outdated within months, leading to mistimed outreach and missed opportunities when LPs changed investment focus or leadership.
- GP market blind spots: Manual tracking of GP fundraising meant missing critical market movements and losing competitive positioning in fund placements.
Solution
Intelligent investor relationship platform
The firm built an intelligent investor relationship platform that automates LP sourcing, tracks GP/LP developments, and provides real-time market intelligence for relationship management, powered by Exa's websets API and research endpoint.
Working with Exa's API, the investment banking firm created:
Automated LP Sourcing
Used websets API to identify institutional investors matching specific criteria - investment size, geographic focus, sector preferences, and fund stage targeting with natural language queries.
LP Data Enrichment
Automated CRM enrichment with real-time LP information including recent fund commitments, new investment mandates, leadership changes, and allocation strategy updates.
Real-time Relationship Intelligence
Continuous monitoring of LP portfolio changes, new fund commitments, and investment strategy shifts using automated research workflows.
GP Market Analysis
Research endpoint providing structured analysis of GP fundraising trends, competitive positioning, and market opportunities across different fund strategies.
Implementation
Integrating Exa's Websets and Research APIs
Name | URL |  |  |  |
|---|---|---|---|---|
| withpika.com | Match | Match | Match | |
| productboard.com | Match | Match | Match | |
| ai.autify.com | Match | Match | Match | |
| blinq.io | Match | Match | Match | |
| ox.security | Match | Match | Match | |
| fernhq.com | Match | Match | Match | |
| manifestcyber.com | Match | Match | Match | |
| altscore.ai | Match | Match | Match | |
| kosli.com | Match | Match | Match | |
| antithesis.com | Match | Match | Match | |
| swarmia.com | Match | Match | Match | |
| diffblue.com | Match | Match | Match |
Qualities:
- Continuous monitoring
- Real-time updates
- Semantic matching
Websets finds and enriches lists of LPs/GPs matching complex criteria using natural language queries.
Qualities:
- Comprehensive analysis
- Multi-source synthesis
- Structured reports
Research automates in-depth research on fund strategies and market intelligence with structured JSON output.
Key benefits of using Exa's APIs include:
- Complex entity discovery: Find LPs and GPs matching nuanced criteria like "endowments investing in Series B+ fintech with $50M+ check sizes in North America".
- Structured market research: Automated analysis of fundraising trends, fund performance, and competitive landscapes with citations.
- Real-time relationship tracking: Continuous monitoring of LP investment activities and GP fundraising developments.
- Enriched prospect data: Automatic data enrichment for contact information, fund details, and investment history.
Integrate Exa Research
Results
Expanded LP pipeline and increased deal success
The investment banking firm deployed the platform across their institutional client teams and measured significant improvements in relationship management.
- Expanded LP prospect pipeline: Identified 3x more qualified LP prospects through automated sourcing vs. manual research methods.
- GP monitoring increases deal success: Real-time insights into GP activities enabled more timely outreach and increased placement rates.